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Coca-Cola
KO

Overview Fund Activity

3,243 hedge funds and large institutions have $195B invested in Coca-Cola in 2024 Q4 according to their latest regulatory filings, with 377 funds opening new positions, 1,303 increasing their positions, 1,232 reducing their positions, and 193 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,243
Holders Change
+132
Holders Change %
+4.24%
% of All Funds
43.17%
Holding in Top 10
65
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-13.33%
% of All Funds
0.87%
New
377
Increased
1,303
Reduced
1,232
Closed
193
Calls
$1.96B
Puts
$1.68B
Net Calls
+$280M
Net Calls Change
-$135M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$761M
2
Charles Schwab
Charles Schwab
California
+$720M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$416M
4
Franklin Resources
Franklin Resources
California
+$381M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$358M

Top Sellers

1
ECG
Edge Capital Group
Georgia
-$25.6B
2
GQG Partners
GQG Partners
Florida
-$1.92B
3
Vanguard Group
Vanguard Group
Pennsylvania
-$993M
4
BlackRock
BlackRock
New York
-$728M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$620M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMCM
2076
Reynders McVeigh Capital Management
Massachusetts
$611K -$12.4K -200 -2%
RTC
2077
Real Talk Capital
Tennessee
$610K +$610K +9,798 New
HWA
2078
HCR Wealth Advisors
California
$609K -$5.98K -96 -1%
TFO
2079
Tarbox Family Office
California
$608K – – –
FFA
2080
First Foundation Advisors
California
$607K +$4.23K +68 +0.7%
CIA
2081
Cladis Investment Advisory
Montana
$605K -$87K -1,398 -13%
AIM
2082
Aspen Investment Management
Michigan
$604K – – –
LF
2083
Lantz Financial
Illinois
$604K +$8.9K +143 +1%
DI
2084
DAGCO Inc
Ohio
$602K +$35.9K +576 +6%
CFG
2085
Copley Financial Group
California
$602K +$22.2K +357 +4%
CWI
2086
Conscious Wealth Investments
Florida
$601K – – –
WGC
2087
Watts Gwilliam & Co
Arizona
$601K +$365 +6 +0.1%
CSI
2088
Cross Staff Investments
New York
$601K – – –
LWMM
2089
Legacy Wealth Management (Mississippi)
Mississippi
$599K – – –
TT
2090
TI-Trust
Illinois
$599K +$125 +2 +0%
OAM
2091
Oxford Asset Management
United Kingdom
$597K +$597K +9,592 New
OAM
2092
Occidental Asset Management
California
$597K -$33.2K -534 -5%
CCM
2093
Cullen Capital Management
New York
$594K -$42.3K -680 -7%
SC
2094
Searle & Co
Connecticut
$593K +$187 +3 +0%
CS
2095
Capital Square
Tennessee
$592K +$37.4K +604 +7%
BWA
2096
BCU Wealth Advisors
Illinois
$592K – – –
KA
2097
Klingman & Associates
New York
$592K +$27.3K +438 +5%
MWA
2098
Monograph Wealth Advisors
California
$592K +$47.1K +756 +9%
AIC
2099
Archer Investment Corporation
Indiana
$591K +$4.55K +73 +0.8%
CAM
2100
Councilmark Asset Management
Tennessee
$590K – – –
82 83
84
85 86